See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,150 | $98,750-32.0% | $149,696-55.1% | $79,858-15.9% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.5%-14.9pp | 69.6%-2.1pp |
| Annual return | 15.05% | 27.43%-12.4pp | 276.60%-261.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,001 | $3,216-6.7% | $4,644-35.4% | $2,471+21.5% |
| Participant deferral / active EE | $5,128 | $5,680-9.7% | $6,842-25.1% | $3,740+37.1% |
| Admin fee / account holder | $3,022 | $6,053-50.1% | $9,309-67.5% | $5,306-43.0% |